PitBullTaxSoftware

Are you a tax professional using the IRS Tax Pro Account or Intermediate Service Providers (ISPs) like Canopy, TaxDome, or Pitbull Tax?

In this video, we break down a critical compliance trap that thousands of practitioners miss. Discover why submitting an Online POA or Tax Information Authorization (TIA) without the proper ISP checkbox could put you outside the scope of your client's authorization, raising serious Circular 230 due diligence concerns and attracting unwanted attention from TIGTA and the IRS Office of Professional Responsibility (OPR).

Watch until the end to ensure your practice is fully protected before pulling IRS transcripts!

🔑 Key Topics Covered:
Form 2848 vs. IRS Online POA: Understanding the crucial differences.

What is an ISP? How intermediate service providers connect to IRS e-services.

The Missing Checkbox Trap: Why standard online forms might leave you unauthorized.

Circular 230 & TIGTA Risks: Protecting your practice from due diligence inquiries and audits.

Best Practices: How to verify your authorizations before retrieving client transcripts.

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Official Website: www.pitbulltax.com/

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1 week ago | [YT] | 0